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Empowered Funds’s Federal Agricultural Mortgage AGM Stock Holding History

Empowered Funds’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Sell
71,700
-24,641
-26% -$4.32M 0.08% 292
2026
Q1 		$14.3M Buy
+96,341
New +$15.8M 0.09% 240
2025
Q4 		– Sell
-54,803
Closed -$9.21M – 1020
2025
Q3 		$9.21M Buy
54,803
+7,938
+17% +$1.49M 0.09% 253
2025
Q2 		$9.1M Buy
46,865
+12,363
+36% +$2.27M 0.1% 230
2025
Q1 		$6.47M Buy
34,502
+678
+2% +$133K 0.09% 305
2024
Q4 		$6.66M Sell
33,824
-9,158
-21% -$1.82M 0.1% 287
2024
Q3 		$8.06M Buy
42,982
+1,962
+5% +$375K 0.13% 201
2024
Q2 		$7.42M Buy
41,020
+2,652
+7% +$479K 0.13% 192
2024
Q1 		$7.55M Buy
38,368
+2,428
+7% +$452K 0.14% 196
2023
Q4 		$6.87M Buy
35,940
+2,760
+8% +$449K 0.17% 142
2023
Q3 		$5.12M Buy
33,180
+426
+1% +$68.9K 0.15% 173
2023
Q2 		$4.71M Buy
32,754
+22,061
+206% +$3.03M 0.17% 148
2023
Q1 		$1.42M Buy
10,693
+914
+9% +$120K 0.08% 240
2022
Q4 		$1.1M Buy
9,779
+1,462
+18% +$168K 0.07% 255
2022
Q3 		$825K Buy
8,317
+1,717
+26% +$182K 0.08% 201
2022
Q2 		$644K Buy
6,600
+520
+9% +$53.5K 0.08% 216
2022
Q1 		$660K Buy
6,080
+1,616
+36% +$198K 0.07% 220
2021
Q4 		$553K Buy
4,464
+220
+5% +$27.1K 0.06% 220
2021
Q3 		$461K Buy
4,244
+1,786
+73% +$177K 0.06% 188
2021
Q2 		$243K Buy
+2,458
New +$249K 0.03% 219

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Empowered Funds's AGM Position: Q2 2026 in Review

Empowered Funds reduced its Federal Agricultural Mortgage (AGM) stake by 26% in Q2 2026, selling an estimated $4.32M and leaving 71,700 shares worth $14.3M. The position accounts for 0.08% of the portfolio, ranked #292.

Empowered Funds first reported a position in AGM in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.3M in Q1 2026. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Empowered Funds held 71,700 shares of Federal Agricultural Mortgage worth $14.3M as of Q2 2026.
  • Empowered Funds sold 24,641 Federal Agricultural Mortgage shares in Q2 2026, an estimated $4.32M.
  • Federal Agricultural Mortgage made up 0.08% of Empowered Funds's portfolio in Q2 2026, its #292 holding.
  • Empowered Funds first reported a position in Federal Agricultural Mortgage in Q2 2021 and has held it in 20 quarters since.
  • Empowered Funds's Federal Agricultural Mortgage position peaked at $14.3M in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.